+ Create a Screen Read the Guide Watch the Video

Ronald Muhlenkamp Screens

Picture of Ronald Muhlenkamp

Ronald Muhlenkamp - Renowned US investor and founder and president of the Muhlenkamp mutual fund.. Here follow a selection of stock screening strategies that we have modelled based on the writings of or about Ronald Muhlenkamp. These strategies are not endorsed by the author.

UK Data
1 strategies sorted by
Muhlenkamp's ROE Screen

This screen essentially looks for high ROEs at a reasonable price. Ronald Muhlenkamp is a renowned US investor and founder and president of the Muhlenkamp mutual fund. The Muhlenkamp fund averaged a 10.4% annual rate of return over the last 10 years to 2004 while the S&P 500 has returned 8.5%. His approach involves searching for companies with ROEs above the historic average for all companies (c. 14% for US companies since WW2) . In additions, ROEs should have remained stable over the last five years and the Company should be well-priced according to the PE Ratio. The strategy looks for companies with higher earnings growth than that of their industry peers. One should also look at profit and cost control via a factor such as the operating or net profit margin of the firm relative to its industry. The strategy also looks at financial stability, both through liabilities as a ratio to assets and the amount of free cash of the firm. You can read more about Muhlenkamp's investment philosophy here. and here more »

Quality Investing
6 Month Return: -13.6%
1 strategies sorted by